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Carroll Financial Associates, Inc.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carroll Financial Associates, Inc. on IJR, newest first. How the timeline and the estimate are built.

Carroll Financial Associates, Inc. held 62,902 IJR shares at 2021-12-31 per its 13F-HR filed 2022-01-06.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 62,902 shares
    Change vs previous 13F -41,110 shares

    0.39% of the 13F portfolio, value $7,235,000.

    13F-HR 0000909012-22-000001 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-09-30
    13F 104,012 shares
    Change vs previous 13F +1,240 shares

    0.63% of the 13F portfolio, value $11,357,000.

    13F-HR 0000909012-21-000125 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 102,772 shares
    Change vs previous 13F +3,073 shares

    0.66% of the 13F portfolio, value $11,611,000.

    13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 99,699 shares
    Change vs previous 13F +8,618 shares

    0.67% of the 13F portfolio, value $10,820,000.

    13F-HR 0000909012-21-000061 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F 91,081 shares
    Change vs previous 13F +9,463 shares

    0.56% of the 13F portfolio, value $8,370,000.

    13F-HR 0000909012-21-000002 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-09-30
    13F 81,618 shares
    Change vs previous 13F +1,083 shares

    0.44% of the 13F portfolio, value $5,732,000.

    13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-06-30
    13F 80,535 shares
    Change vs previous 13F -12,093 shares

    0.46% of the 13F portfolio, value $5,499,000.

    13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-03-31
    13F 92,628 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,197,000.

    13F-HR 0000909012-20-000057 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).